SPDR SER TR's ticker is SPYG and the CUSIP is 78464A409. A total of 735 filers reported holding SPDR SER TR in Q1 2023. The put-call ratio across all filers is 0.68 and the average weighting 1.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $402,238 | -4.8% | 6,785 | -2.0% | 0.03% | 0.0% |
| Q2 2023 | $422,507 | +4.8% | 6,925 | -4.9% | 0.03% | 0.0% |
| Q1 2023 | $403,124 | +40.5% | 7,282 | +28.6% | 0.03% | +33.3% |
| Q4 2022 | $286,944 | -0.7% | 5,663 | -1.9% | 0.02% | -11.1% |
| Q3 2022 | $289,000 | -18.8% | 5,772 | -15.2% | 0.03% | -15.6% |
| Q2 2022 | $356,000 | -22.8% | 6,804 | -2.3% | 0.03% | -11.1% |
| Q1 2022 | $461,000 | -8.9% | 6,961 | -0.3% | 0.04% | -5.3% |
| Q4 2021 | $506,000 | -19.0% | 6,980 | -28.6% | 0.04% | -25.5% |
| Q3 2021 | $625,000 | +0.2% | 9,771 | -1.4% | 0.05% | -1.9% |
| Q2 2021 | $624,000 | +10.4% | 9,907 | -1.0% | 0.05% | +8.3% |
| Q1 2021 | $565,000 | +0.7% | 10,006 | -1.4% | 0.05% | -35.1% |
| Q4 2020 | $561,000 | +52.9% | 10,145 | +24.2% | 0.07% | -17.8% |
| Q2 2020 | $367,000 | +23.6% | 8,170 | -1.5% | 0.09% | +1.1% |
| Q1 2020 | $297,000 | -31.7% | 8,296 | -20.1% | 0.09% | -12.7% |
| Q4 2019 | $435,000 | +4.1% | 10,388 | -3.2% | 0.10% | -4.7% |
| Q3 2019 | $418,000 | – | 10,736 | – | 0.11% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Investments & Financial Planning, LLC | 381,771 | $21,134,868 | 19.40% |
| First Command Advisory Services, Inc. | 18,111,586 | $1,002,733,100 | 17.14% |
| Ford Financial Group, LLC | 6,926 | $383,398 | 16.26% |
| Focused Wealth Management, Inc | 1,303,268 | $72,148,939 | 14.60% |
| Willis Johnson & Associates, Inc. | 2,201,179 | $121,857,289 | 14.46% |
| Destiny Capital Corp/CO | 312,663 | $17,309,037 | 14.09% |
| RESTON WEALTH MANAGEMENT LLC | 475,805 | $26,340,576 | 13.77% |
| NICOLET ADVISORY SERVICES, LLC | 2,014,592 | $111,890,415 | 12.89% |
| TRUEFG, LLC | 515,643 | $28,545,996 | 12.88% |
| Measured Wealth Private Client Group, LLC | 583,485 | $32,301,753 | 12.44% |